UBS AM

UBS AM Portfolio holdings

AUM $461B
1-Year Est. Return 27.37%
 

UBS Asset Management (UBS AM), a division of UBS Group AG with origins tied to the bank’s founding in 1862, is headquartered in Zurich, Switzerland, and manages hundreds of billions in assets for institutional, intermediary, and wealth management clients globally. Specializing in a broad range of investment strategies—including equities, fixed income, multi-asset, alternatives, and sustainable investing—UBS AM leverages the firm’s extensive research capabilities and global network to deliver tailored solutions. Known for its focus on risk management and innovation, it offers products like ETFs, index funds, and private market investments, catering to diverse needs from pension funds to high-net-worth individuals. As part of UBS’s broader ecosystem, UBS AM combines Swiss precision with a commitment to ESG principles, solidifying its position as a leader in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281B
AUM Growth
+$27.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,599
New
Increased
Reduced
Closed

Top Buys

1 +$4.25B
2 +$2.25B
3 +$302M
4
COST icon
Costco
COST
+$258M
5
AMD icon
Advanced Micro Devices
AMD
+$249M

Top Sells

1 +$284M
2 +$219M
3 +$213M
4
SPLK
Splunk Inc
SPLK
+$204M
5
UNH icon
UnitedHealth
UNH
+$202M

Sector Composition

1 Technology 31.72%
2 Healthcare 12.08%
3 Financials 11.17%
4 Consumer Discretionary 10.43%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$253M 0.09%
1,957,397
-12,474
227
$252M 0.09%
18,987,289
+347,846
228
$250M 0.09%
3,453,075
-395,233
229
$249M 0.09%
2,013,464
+10,641
230
$249M 0.09%
1,696,726
-219,224
231
$248M 0.09%
4,343,038
-42,750
232
$248M 0.09%
1,472,180
-4,246
233
$247M 0.09%
2,354,078
-14,165
234
$247M 0.09%
3,433,596
-62,919
235
$246M 0.09%
1,494,889
+13,524
236
$245M 0.09%
628,294
-29,624
237
$242M 0.09%
3,023,216
+68,389
238
$241M 0.09%
1,317,290
+161,039
239
$241M 0.09%
3,712,255
+8,468
240
$240M 0.09%
915,010
-15,972
241
$239M 0.09%
430,517
-87,256
242
$239M 0.09%
1,646,531
-101,217
243
$235M 0.08%
3,176,448
-170,638
244
$235M 0.08%
3,729,534
-42,737
245
$234M 0.08%
6,523,590
-2,098,125
246
$234M 0.08%
3,420,013
-217,648
247
$233M 0.08%
1,443,368
+27,098
248
$233M 0.08%
1,261,447
+8,494
249
$233M 0.08%
2,078,364
+213,880
250
$228M 0.08%
783,089
-35,946